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WYip3
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Oct 27, 2023
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  • Upvotes Given
    17
  • Upvotes Received
    5
  • Ideas
    2

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Wai Yan Yip

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Activity

Whitend75 on September 05, 2019
Quote Approval - Multiple Approvers
We love the new Quote Approval function, but would like to be able to have more than a single approver. There are several reasons why: 1) If the approver is out for an extended time, it would be important for them to easily be able to delegate read more
Reply Idea Products & Quotes
257 upvotes
72 Replies
WYip3
Member | Diamond Partner
August 13, 2024
It has been more than 4 years since this idea was submitted but we're still not able to assign more than 1 approver per quote 😞 We have mult...read more
BCawse on July 11, 2024
View Only & Core Seats are not able to view deal and ticket tags.
Hi All, For those of you who are not aware, HubSpot will be moving all existing customers to seats-based pricing in September if you were working with a partner. If you bought direct you might have already been migrated. While for the m read more
Reply Idea Users & Teams & Permissions
12 upvotes
3 Replies
WYip3
Member | Diamond Partner
July 12, 2024
I agree 100%! The objective of "view-only" seats is missed entirely if we don't give supervisors and managers the ability to VIEW what's going on in ...read more
WarrenE on May 28, 2017
Ability to configure double-opt in email settings in multiple languages
We have a site in different languages. The HubSpot COS double opt-in configuration (found in COS -> Content -> Content Settings -> Email -> Double Opt-in) is only supported in one language . Would be great if this was availabl read more
Reply Idea Marketing Emails
307 upvotes
102 Replies
WYip3
Member | Diamond Partner
May 24, 2024
We really need this feature to support multiple languages for the double opt-in email! This has been set to "In planning" since pre-covid. Can we ple...read more
WYip3 on May 23, 2024
Auto update line items based on signed quote and/or associated invoice
Our sales reps create multiple quotes for a single deal as part of their negotiation process with customers. When one of these quotes is signed and approved by the customer, we need the line items on that same deal to reflect the line items that wer read more
Reply Idea Deals Products and Quotes
0 upvote
0 Reply
WYip3 on April 15, 2024
Multi-step / multi-page pop-up forms
The legacy pop-up forms tool offered a paginated experience where users can go through a series of 3 steps to complete a form and receive a thank you message on the pop up form (see here: https://knowledge.hubspot.com/forms/create-pop-up-forms#call read more
Reply Idea CTAs
5 upvotes
0 Reply
Hal on June 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Reply Idea Deals
436 upvotes
161 Replies
WYip3
Member | Diamond Partner
February 21, 2024
Hi, we really need the ability to easily see the time that a specific deal has spent in a deal stage, and not just when the deal has left that stage,...read more
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